CFA Institute

JANUARY 30, 2025

Ennis, CFA, managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. Becker & Co.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

CFA Institute

DECEMBER 15, 2023

Mark Schumacher, CFA, is president of Third Day Capital Management, a boutique registered investment adviser in Denver. He manages globally diversified investment portfolios for families and select institutions. Schumacher is a chartered financial analyst (CFA). He holds an MBA. He holds an MBA.

Nonprofit 52

Nonprofit Financial Analyst Investments Finance 52

CFA Institute

JUNE 25, 2024

He specializes in low-volatility investing, asset pricing, and quantitative finance and is the author of numerous academic research papers for the Journal of Financial Economics , Management Science , Financial Analyst Journal , and the Journal of Portfolio Management.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFA Institute

MAY 12, 2023

PGIM is the global investment management business of Prudential Financial, Inc. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC. David Blanchett, PhD, CFA, CFP®, is managing director, portfolio manager, and head of retirement research for PGIM DC Solutions.

Financial Analyst 52

Financial Analyst Economics Investments Finance 52

CFA Institute

JULY 14, 2023

He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He earned his chartered financial analyst (CFA) designation in 2015. He joined the company in October 2017.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Entertainment Financial Analyst Investments 52

CFA Institute

JANUARY 12, 2024

In the Financial Analysts Journal , Emmanuel R. Pezier and Paolo F. Volpin analyze a private dataset of a UK fund’s engagements with small-cap newly public firms and demonstrate that “behind-the-scenes” engagements resulted in 8% to 10% in cumulative abnormal returns.

Financial Analyst 52

Financial Analyst Performance Measuring Economics Investments 52

CFA Institute

JULY 8, 2024

PGIM is the global investment management business of Prudential Financial, Inc. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC. Prior to joining PGIM, Stempien was a director of investments at Morningstar Investment Management.

Construction 52

Construction Financial Analyst Investments Economics 52

CFA Institute

FEBRUARY 1, 2024

Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He is a former member of the editorial board of the Financial Analysts Journal. Before joining Ibbotson (acquired by Morningstar in 2006), he worked for Zephyr Associates.

Investments 52

Investments Management Consulting Financial Analyst Budgeting 52